7 AI Agents. IC-Grade Intelligence. 60 Seconds.
7 AI Agents.One portfolio.Institutional clarity.
Upload your portfolio. Our swarm of 7 specialized AI agents analyzes market regime, behavioral biases, risk clusters, and alpha opportunities — delivering an Investment Committee briefing in 60 seconds. No expensive data terminals required.
7 Specialized AI Agents
working in parallel on your portfolio
47 Behavioral Biases Detected
including loss aversion, anchoring
IC-Grade Output
investment committee briefings in 60 seconds
In beta with advisors across Singapore, UAE & UK · Enterprise-grade security · info@neufin.ai
AGENTIC AI SYSTEM
Seven specialized agents.
One Investment Committee briefing.
Most platforms give you data. NeuFin gives you a complete Investment Committee. Seven specialized AI agents run simultaneously the moment you upload your portfolio — each one an expert in its domain.
Monitors the macro environment
Monitors VIX, PMI, yield curve, and CPI signals via FRED to classify the current regime across 5 categories. Every portfolio decision is regime-aware.
→ Current: Risk-Off · Confidence 82%Turns macro signals into positioning
Synthesizes macro signals and news flow into a positioning thesis specific to your holdings. Tells you what to do, not just what is happening.
→ Defensive rotation recommendedPure portfolio mathematics
Computes HHI concentration, weighted beta, Sharpe ratio, and correlation clusters across six data providers. No model assumptions — pure portfolio mathematics.
→ Sharpe 1.24 · Beta 0.82 · 3 clustersProtects after-tax alpha
Calculates per-position CGT liability and flags tax-loss harvesting opportunities before year-end. Protects after-tax alpha without manual spreadsheets.
→ CGT exposure: $4,200A second opinion on every portfolio
Runs a fully independent risk assessment — not influenced by any other agent. A second opinion on concentration, tail risk, and drawdown exposure.
→ Risk: HIGH · Tech cluster 67%Finds what your portfolio is missing
Scans for opportunities your portfolio is not capturing — sector rotations, momentum signals, and underweighted positions relative to live regime.
→ 2 opportunities identifiedProduces the Investment Committee briefing
Aggregates all agent outputs into a single Investment Committee briefing — structured, cited, and ready for client or committee delivery.
→ IC Briefing → PDF readyYour Portfolio CSV
7 Agents
in parallel
IC-Grade Briefing
Average analysis time: 60 seconds
Ready to see your agents work?
No account required for your first analysis
Why leading advisors are switching to NeuFin
What you're losing right now
- 3 hours building a single quarterly report — manually, every time
- No clear explanation when clients ask why their portfolio is underperforming
- Robo-advisors at 0.25% AUM competing directly against your 1% fee
What you get instead
- Investment Committee brief in 60 seconds — white-labeled with your firm's branding
- Behavioral bias detection with quantified dollar impact per client portfolio
- IC-grade analysis that demonstrates the value of human advisory beyond any algorithm
Why wealth platforms choose NeuFin over building in-house
What your engineering team quotes you
- 6 to 12 months to build a behavioral intelligence layer from scratch
- Three engineers and over $200,000 in development cost before launch
- Client churn spikes 15 to 25 percent in every market correction
What you get with NeuFin API
- REST API integration in a single weekend — not six months
- Behavioral DNA score and bias flags per user portfolio, out of the box
- Churn risk detection before clients panic-sell — automated and scalable
REGULATORY FRAMEWORK
Compliance Across Every Market We Operate
Neufin is built for global institutional deployment with jurisdiction-specific compliance frameworks.
Singapore
MAS (Monetary Authority of Singapore)
- Capital Markets Services regime awareness
Malaysia
Securities Commission Malaysia (SC)
- CMSA compliance framework
Thailand
SEC Thailand oversight
- Investment Advisory Act alignment
Vietnam
SSC (State Securities Commission)
- Securities Law 2019 framework
UAE
ADGM / DFSA regulatory framework
- FinTech permission alignment
European Union / Estonia HQ
GDPR compliance (full)
- MiFID II awareness
- ESMA regulatory alignment
- Neufin OÜ registered entity
United States
SEC Reg S-P, FINRA 4512 alignment
- SOC 2 Type II in preparation
- CCPA aligned
- Registered office: USA
LIVE MARKET INTELLIGENCE
Our agents monitor 40+ macro signals continuously
Risk-Off
Last updated: 11 Apr 2026, 10:45 pm
Navigating the Risk-Off Market Regime amid Geopolitical Tensions and Currency Volatility
The current risk-off environment is predominantly driven by escalating geopolitical tensions, notably between the US and Iran, impacting investor confidence and the US dollar. Asian central banks may face challenges as regional currency volatility emerges. Immediate defensive portfolio adjustments are advised, with a focus on stable sectors.
Strategic Positioning Amid Heightened Global Tensions and Risk-Off Sentiment
The risk-off sentiment persists as geopolitical tensions increase, with a particular focus on the Middle East and potential implications for global markets. Asian central banks may remain cautious, while the strengthened US dollar impacts currency valuations, particularly amidst disrupted commodity flows. Sector rotation may favor defensive sectors given the uncertainty over the next week.
Embed behavioral intelligence into your platform
Three API endpoints. One weekend integration. No behavioral layer to build.
DNA Score API
DNA Score (0–100) + behavioral archetype + top bias flags for any portfolio CSV.
Available on Growth and Institutional plans.
View API Documentation →Behavioral Bias API
47 behavioral bias flags with severity scores and dollar impact per position.
Available on Growth and Institutional plans.
View API Documentation →Regime Commentary API
Live macro regime (Risk-On / Risk-Off / Neutral) with natural-language commentary.
Available on Growth and Institutional plans.
View API Documentation →{
"dna_score": 78,
"investor_type": "Growth-Oriented",
"behavioral_flags": ["overconfidence", "anchoring"],
"regime": "risk_off",
"recommendation": "Reduce concentration in correlated positions"
}Pricing
Advisor
$299
per month
- Unlimited portfolio analyses
- Unlimited advisor client briefs (white-label PDF)
- Multi-client workspace
- Behavioral bias reports per client
- API access (3 endpoints)
Enterprise
$999
per month
Custom pricing available
- Everything in Advisor
- Unlimited reports + white-label output
- API embed for your platform (portal / reporting / CRM layer)
- Revenue share model available
- Dedicated integration support + SLA
Market intelligence
Ask Neufin anything
Multi-agent answers for research-style questions. Use the prompts or type your own.
Neufin market desk
General Agent
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IC-grade portfolio intelligence in 60 seconds. No terminals. No analysts. No waiting.
REGISTERED ENTITIES
NeuFin OÜ · Harju maakond, Tallinn, Kesklinna linnaosa, Vesivärva tn 50-201, 10152 · Registered in Estonia (EU)
Neufin Inc. — Registered office, United States
Singapore · Malaysia · UAE · Thailand · Vietnam (Coming 2026)
LEGAL
© 2026 Neufin OÜ. All rights reserved.
info@neufin.ai · www.neufin.ai
NeuFin provides financial data and portfolio analysis tools for informational purposes only. This is not investment advice, and no output from NeuFin constitutes a recommendation to buy, sell, or hold any security. Past performance does not indicate future results. NeuFin aligns with MAS guidelines on fintech and data services.